It is our pleasure to assist you organize your tax papers and data to optimize your tax deductions. Please use the following worksheet that applies to your situation:
- Tax Appointment Checklist (PDF)
- Individual Tax Worksheet (PDF)
- Business Income & Expense Worksheet (PDF)
- Schedule C Worksheet (PDF)
To enable our service engagement clear and fair, the following documents will serve as our standard of practice:
- Individual Tax Preparation Service Agreement
- Business Tax Preparation Service Agreement
- Self-Employed Bookkeeping & Tax Preparation Agreement
- Business Essential Bookkeeping & Tax Preparation Agreement